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Associate, First Bank of the Lake, Financial Consultant, Tampa, United States

Financial Consultant in Tampa Seeking Businesses Upto USD 3 million


  • Name, Phone, Email
    Available after connect
  • Company
    First Bank of the Lake
  • Professional Summary

    First Bank of the Lake is a top-15 nationwide SBA lender specializing in government loans for franchise start-ups, mergers & acquisitions, healthcare financing, and other financing desires. Our experienced team has grown from a small community bank in 2019 to a premier lender as of 2023. We offer competitive pricing and lend on a "story-basis, " meaning low personal FICO or business scores won't keep us from assisting. We have helped fund over USD $17MM in SBA requests over the past year, with 130+ businesses receiving the capital they need to grow and prosper in their respective markets. We have worked with all types of industries, ranging from small "mom & pop" diners to large manufacturers to education centers - mostly nothing is outside my realm. Most recently, we have assisted franchisees and secured the capital they need to take their respective franchise locations to the next level.

  • Corporate Profile
  • Transaction Preference
  • Investment Size
    Between 50 thousand - 3 million USD
  • Investment Criteria

    - American based business.
    - Initial equity to put down (typically 10-20%)
    - Relative experience.
    - Franchise discussions had beforehand.
    - Solid business plan drafted.
    - Personal FICO (s) in the 680+ range.

  • Overall Rating
    7.6 / 10
    View Details
  • Local Time
    9:45 AM (America / New York)
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Recent Activity
  • Preferences
    Industries27%204.8794719073810644.7791915596111859%215.0357116933982115.417390858124499%190.68229395206944143.522733166857969%155.0154.09%119.31770604793056143.5227331668579636%94.9642883066017960.582609141875466IndustriesFast Food Restauran…Fast Food RestaurantsElectronic EquipmentEnergyIndustrialHealthcareOthers
    Locations10%175.3951216287465225.23026992451986710%208.3951216287465249.2061733486967710%221.088.010%208.39512162874652126.7938266513032210%175.39512162874655150.7697300754801450%89.088.00000000000001LocationsUnited StatesSouth AmericaEuropeUnited KingdomCanadaOthers
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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